// STOCKS

NVIDIA gained 1.75% to $215.20, within 1.2% of its all-time high. The Philadelphia Semiconductor Index hit a record, lifting the entire sector.

Tesla surged 4% to $428.35, its best day in three weeks. Wedbush reiterated a bull case tied to robotaxi timeline acceleration.

Apple rallied 2% to $293.32, just $1.44 from its all-time high. The 2026 chip war narrative — with Apple dominating custom silicon — fueled the bid.

Microsoft fell 1.3% to $415.12 as reports surfaced about its troubled African data center expansion. The stock has lagged mega-cap peers all year.

Meta slipped 1.2% to $609.63 as broader tech rotation favored hardware/semis over software/advertising names. Still 23% off its high.

Alphabet rose 0.7% to $400.80, within $1.20 of its all-time high. Analysts flagged it as the best-positioned mega-cap for AI monetization.

Amazon gained 0.6% to $272.68. AWS growth reacceleration and the expanding AI moat narrative kept the stock within 2% of highs.